Our client are an established Financial Planning business with offices in Warwick. The business is hard working and energetic, their staff sharing the common goal of the company's success.
Due to ongoing growth within the business and increasing business levels, they now require an experienced Paraplanner to join their team. You will be part of a highly professional and qualified paraplanning and support team that provide technical support to the Financial Planners of the business. Daily duties will include; bespoke report writing, producing fact finds, investment research, regularly speaking with clients over the telephone and attending client meetings when required.
The successful candidate will ideally be Diploma Qualified but candidates who are studying towards this will also be considered. You will also have previous experience in a Paraplanner or Junior Paraplanner position and should be a competent suitabity report writer.
The organisation are seeking to recruit a Paraplanner who is happy to remain within the role for at least 2 years after which they will be offered progression into either an advisory or senior technical position. There will be plenty of opportunity to progress as the company is growing quickly and have financial backing to continue their growth.
This is an excellent opportunity to join a reputable and well known organisation who are highly regarded in the market.